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Sowell Financial Services’s Blackbaud BLKB Stock Holding History

Sowell Financial Services’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-492
Closed -$33K – 793
2021
Q1 		$33K Sell
492
-382
-44% -$26.4K ﹤0.01% 1828
2020
Q4 		$50K Buy
874
+10
+1% +$556 ﹤0.01% 1398
2020
Q3 		$48K Buy
864
+234
+37% +$14K ﹤0.01% 1220
2020
Q2 		$36K Buy
630
+18
+3% +$989 ﹤0.01% 1273
2020
Q1 		$34K Buy
612
+106
+21% +$7.5K ﹤0.01% 1180
2019
Q4 		$40K Sell
506
-6
-1% -$502 ﹤0.01% 1215
2019
Q3 		$46K Buy
+512
New +$45.5K ﹤0.01% 1022

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's BLKB Position: Q2 2021 in Review

Sowell Financial Services sold out of Blackbaud (BLKB) in Q2 2021, closing a stake of 492 shares — an estimated $33K sold.

Sowell Financial Services first reported a position in BLKB in Q3 2019 and held it in 7 quarters. The position peaked at $50K in Q4 2020. 248 funds tracked by Wall St. Rank hold BLKB as of Q2 2021.

  • Sowell Financial Services reported no remaining Blackbaud position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 492 Blackbaud shares in Q2 2021, an estimated $33K.
  • Sowell Financial Services first reported a position in Blackbaud in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Blackbaud position peaked at $50K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Blackbaud as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.